Throughout our working years, we attempt to accumulate as many eggs as possible into our retirement nest.
Unfortunately, many people spend their energy focusing on HOW to accumulate a large retirement nest egg, without giving any thought to WHERE their retirement assets should be invested.
While accumulating your desired amount in retirement assets is important, we feel that it is just as important to have your money in assets that represent the level of RISK or SAFETY that you want.
One of the easiest ways to determine where you should have your retirement assets allocated is to use a color system for your money.
We have put together a simple way for you to group your retirement assets. To learn what it is and how it can help protect your nest egg, create your complimentary account to watch this educational video and to download your retirement income toolkit.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Terrell Financial Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered by Asset Management Specialties, LLC dba Terrell Financial Group a Registered Investment Advisor in the State of Louisiana. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Asset Protection Specialties, LLC. Terrell Financial Group and Asset Protection Specialties, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. Terrell Financial Group does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. Terrell Financial Group and Asset Protection Specialties, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
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